Being a Better Tax Advisor
Are you more than a tax preparer? Although maximizing tax-saving opportunities remains a prime responsibility, practitioners are increasingly providing additional services to clients, ranging from retirement savings to estate planning to philanthropic efforts. The change of pace can solidify relationships with your existing clients and attract new ones. Accordingly, this series will show you several ways to grow your revenue stream.
Article
Oct 7th 2019
As Dorothy famously said in the Wizard of Oz , "There’s no place like home," but she wasn’t talking about taxes. Yet, the tax benefits...
Article
“Estate planning” is a term that is often tossed around loosely. Essentially, this is the manner in which you put your financial affairs in...
Article
If you build a rapport with your clients, you can step in and offer a range of services to accommodate this need. The Tax Cuts and Jobs Act...
Article
Are many of your clients self-employed? The ranks are swelling thanks in part to the “gig economy.” According to Bureau of Labor Statistics...
Article
When your clients are in the midst of their careers and raising children, saving for college is often the top financial priority. That’s...
Article
For decades, the IRS has closely scrutinized deductions for travel and entertainment (T&E), expenses, often challenging write-offs...
Article
Even for affluent clients, the tab for a child’s college education is a tough nut to crack. According to recent statistics from Lending...